TT - Tracking Al Gore's Generation Investment Management Portfolio - Q1 2020 Update
This article is part of a series that provides an ongoing analysis of the changes made to Generation Investment Management’s 13F portfolio on a quarterly basis. It is based on Al Gore’s regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Al Gore’s Generation Investment Management Portfolio series to get an idea of their investment philosophy and our previous update for the fund’s moves in Q4 2019.
This quarter, Al Gore’s 13F portfolio value decreased ~10%, from $15.64B to $14.09B. The number of positions increased from 39 to 41. The top five stakes are